Financial Planning / Retirement Questions

At 76. Retired TSA from O’Hare who did your pat downs I need help with annuities. Do I surrender or..

I am married. My husband and I share finances. We are looking for a financial advisor match. The questions asked..

Hi Terry, My husband is retiring in the next 2-3 years, and we would like to start a business to..

My 84 yr. old mother recently sold her house and would like to give certain grandchildren a monetary gift. She..

Hi Terry, I am 69 years old and have a Traditional IRA. My wife Peggy is 62 years old and..

My wife is working part time (10 hours a week) and does not contribute to a retirement program with her..

My financial consultant is charging 0.9% per year for as long as I want him from Fidelity. Is that the..

My wife and I are 62 years old and presently renting. In a year or 2, we’d like to buy..

Hi terry, We have about $500,000 invested in the market ,and have $650,000 in an old 401-k that we want..

I read your recent informative column on retirement accounts. i am retired, age 81. My wife,74, retired in 2022 but..

I think I heard you recommend someone to get the correct answers for social security problems. Wondering who it was..

At 80 years old, what is a better selection for investment, stocks, treasury bills, or bonds? Thank you.

I will be turning 65 this September. I only have 33 quarters paid in. I currently have a municipal pension...

My husband and I are retired. Our monthly disposable income is about $1000 less then would make us comfortable to..

All my Google searches on this topic lead me to a discussion of “early,” FRA, or delayed. But my question..

need copy of document where you list all your assess in case for executor needs it when you die

I am 80 years old. What is the best way to save money for my children for after I pass?..

Hi, Terry! I’m 56 years old. I owe a little under 200,000 on my house, which is worth roughly 400,000...

I am 68 yrs. old and recently applied for social security benefits. My question is does SSA automatically assume you..

I struggled to find a financial advisor*and after interviewing several elected to move investments into Fidelity wealth management a year..